YELP INC (YELP) Q3 2025 10-Q Quarterly Report
Filed: Nov 7, 2025Period ending Sep 30, 2025
Consumer Discretionary
Services-Personal ServicesSEC EDGAR YELP INC (YELP) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 7, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
YELP INC Q3 2025 10-Q Analysis
Risk Factors
- • New risk: Macroeconomic uncertainties and advertiser caution expected to reduce net revenue and adjusted EBITDA in Q4 2025, triggered by ongoing market conditions
- • Updated risk: Decline in Restaurants, Retail & Other paying locations by 7% YoY due to competitive pressures and challenging operating environment impacting revenue
- • Regulatory/legal risk: General and administrative expense includes litigation settlements, highlighting ongoing legal and compliance cost exposure
- • Operational risk: AI-powered Yelp Assistant usage up nearly 400% YoY, with new features aiming to boost consumer engagement but requiring continued investment and adoption
- • Financial risk: Cost of revenue up 12% YoY in Q3 2025 mainly from RepairPal acquisition increasing revenue share payments and infrastructure expenses
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